Invest Like the Best

Ro grew from a $250M to a $3B+ run rate with fewer staff than in 2021, says its CEO

9 lessons: why PBMs are "the appendix of the healthcare system," how Ro cut 20% of staff and then grew 100% a year, and why AI turns a specialist into a…

Nov 12 • Scuttlebutt

"You're really only as good as the last thing you shipped": Vanta CEO

5 takeaways: why software now trades for a fraction of its old multiple, a 10x pay war for AI talent, and why Vanta won't mark up a single token

Oct 21 • Scuttlebutt

Nubank CEO on efficiency: "Today, we have 140 million customers with 10,000 employees"

11 insights: the $600B a year US depositors lose to branches, why 190 currencies may shrink to 10, and how AI cut Nubank's management layers from 10 to…

Oct 14 • Scuttlebutt

Invite-only AI assistant moves $1B a year, growing 10% a day — Instinct's founder

15 insights: why 40% of users hand over a credit card within 3 weeks, why his compute needs double every week, and why he wants a cut of transactions…

Sep 29 • Scuttlebutt

Sarah Guo: Sunday Robotics expects home robots in beta by the end of this year

19 takeaways: Why the AI energy build-out needs public consent, what investors get wrong when they back a founder they cannot evaluate, and the debate…

Sep 2 • Scuttlebutt

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